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Generate a pipeline PDF report
You obtain a report of loaded deals visible in the selected view.
Before you start
- An existing pipeline available to your account.
Step by step
Select the pipeline and apply the desired filters.
Click Export leads and choose PDF report.
In the browser print dialog, select Save as PDF.
Review the preview, save the file and check the included deals.
Check your result
You obtain a report of loaded deals visible in the selected view.
What you need to know
- Generation opens a print window; allow it if your browser blocks the window.